Filed July 14, 2006 (most recent of 20 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Filed as: T ROWE PRICE ASSOCIATES, INC. Service code 15 · EIN 52-0556948 | Recordkeeping | $921,771 |
NEPC, LLC7+ years Service code 16 · EIN 26-1429809 | Consulting | $90,865 |
INSERO & CO. CPAS, LLP6 years Service code 10 · EIN 47-5324570 | Accounting | $65,875 |
HARTER SECREST & EMERY LLP7+ years Service code 29 · EIN 16-0766172 | Legal | $41,170 |
SIDLEY AUSTIN LLP7+ years Service code 29 · EIN 36-4474078 | Legal | $22,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,722 | $130,141+106.5% | $86,677+210.0% | $77,904+244.9% |
| Participation rate | 62.8% | 85.9%-23.1pp | 76.6%-13.8pp | 73.7%-10.9pp |
| Annual return | -11.94% | -12.75%+0.8pp | 35.91%-47.8pp | 12.21%-24.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,723 | $5,757-0.6% | $4,656+22.9% | $4,806+19.1% |
| Admin fee / account holder | $129 | $132-1.9% | $7,493-98.3% | $133-2.5% |